Unclaimed Profile

Marc John Durica

CARITAS CAPITAL, LLC·CHARLOTTE, North Carolina

Clean record10 years registeredCARITAS CAPITAL, LLC

5950 FAIRVIEW ROAD, CHARLOTTE, NC 28210CRD# 2183387Firm CRD# 149970

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marc John Durica · CHARLOTTE, NC

Registration

CRD #2183387 · CARITAS CAPITAL, LLC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CARITAS CAPITAL, LLC

WILLINGDON WEALTH MANAGEMENT LLC

Feb 2016 – Oct 2016

HUNTERSVILLE, NC

Registrations & Exams

Registration record

First registered · February 23, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CARITAS CAPITAL, LLC

CRD 149970 · SEC 801-70811

AUM

$7M

Regulatory assets under management

Employees

1 client accounts

Services offered by CARITAS CAPITAL, LLC

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at CARITAS CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Marc John Durica offer?

Marc John Durica specializes in Investment Management, Fee-Only Advisory.

What are Marc John Durica's credentials?

Marc John Durica is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marc John Durica located?

Marc John Durica is based in CHARLOTTE, North Carolina, last registered with CARITAS CAPITAL, LLC.

How does Marc John Durica charge for services?

Marc John Durica's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CARITAS CAPITAL, LLC?

CARITAS CAPITAL, LLC has approximately 3 employees and manages $7M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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